My guess is that these are contributing factors to table-service dining volumes being down:
- Genie+ and ILL rides are a higher priority. Given the tight return time windows for those, people are reluctant to book a specific dining time that might, weeks later, conflict with their one chance to ride TRON (as an example).
- Cost. It's hard to accept that 2 adults and 2 kids is committed to a minimum spend of $280 as soon as they sit down at Be Our Guest. And it's entirely possible that families have hit their spending limits, so any money spent on G+/ILL is just coming from sit-down dining.
We'll know how much of a factor that first thing is, around the end of August, when everyone's had a chance to make advance LLMPs and ADRs.
As an example of the 'cost' argument, here's the rolling 6-month guest satisfaction numbers for Be Our Guest and from Skipper Canteen, through the end of last year. The red dot on BOG is when they switched to a fixed-price menu. (Blank areas are the pandemic or when we didn't have enough surveys to process.)
So Skipper Canteen's doing well from a survey perspective. Be Our Guest is not.
View attachment 800324